Role OverviewWe are looking for a well-groomed, articulate and detail-oriented finance professional to manage equity dealing and investment operations while serving as a trusted point of contact for clients.
The role combines capital-market execution, portfolio operations, documentation, reporting and client engagement—requiring strong financial knowledge, professional communication and a polished presence.
Key ResponsibilitiesEquity Dealing & Markets
- Execute equity transactions accurately and efficiently.
- Monitor market movements, corporate actions and relevant investment developments.
- Coordinate with brokers, custodians and other market intermediaries.
- Maintain accurate trade records and transaction documentation.
- Support portfolio-level dealing and execution requirements.
Investment Operations
- Manage trade settlements, reconciliations and operational workflows.
- Track portfolio transactions, holdings and cash movements.
- Coordinate documentation, KYC and account-related requirements.
- Monitor corporate actions, dividends and other investment-related events.
- Prepare periodic portfolio and transaction reports.
Client Interaction & Advisory Support
- Act as a professional point of contact for clients on operational and investment-related matters.
- Coordinate client requests and ensure timely resolution.
- Present portfolio information and operational updates clearly.
- Work closely with senior advisors during client meetings and reviews.
- Build a polished, professional and trustworthy client experience.
Skilled Presence
- Excellent grooming, communication and interpersonal skills are essential.
- Should be comfortable interacting with HNI/UHNI clients, business owners and senior stakeholders.
- Expected to maintain a formal, sophisticated and client-ready appearance during meetings and events.
- Strong etiquette, confidence and discretion are important for the role.
Preferred Qualification
- CA Finalist / CA Inter
- CFA Level I or Level II
- Solid understanding of equity markets, investment products and financial operations.
- Prior experience in equity dealing, wealth management, investment operations, broking or a family office environment preferred.